Client Deposits / Client Accounts – Viewing the client’s balance

This document shows three different and easy ways to view the current balance for your client’s account.

Viewing the client’s current balance from the Calendar

  • In the calendar select the client’s appointment.
  • In the slide out menu, select the Client tab.  The balance is shown here.

Viewing the client’s current balance from POS

  • When at the POS screen look in the status box on the right, the client’s current balance is shown here.

Viewing the client’s current balance from their Client Overview

  • Head to the Client Menu.
  • Select the client’s name.
  • The client’s account balance is shown here.